Posts by Dan Moisand

Lessons from the 2008 financial crisis

Lessons from the 2008 financial crisis In September 2008, the brokerage firm Lehman Brothers collapsed due to risky trading in poorly designed securities. This kicked off one of the more dramatic financial crises in American history and what is now referred to as the Great Recession. The 10th anniversary of this event is a natural…

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Preparation is key to financial success

Preparation is key If you have ever attended a closely-matched sporting contest and witnessed a buzzer-beating shot in basketball, an extra inning baseball game, or a shootout in a championship soccer match, it is an experience you are unlikely to forget. In fact, if you take a minute to reflect on it, you will likely…

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What hasn’t changed in the new tax law?

With so many changes passed in the new tax code, it is easy to get confused. Many are asking, “What hasn’t changed in the new tax law?” Making News… Congratulations, Mike Salmon!! We are proud to share that our own Mike Salmon has been named to this year’s 10 Young Advisors To Watch feature in Financial Advisor…

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What financial records should be kept and for how long?

Financial record keeping tips Since many of us handle large amounts of paper during tax time, it begs the question, “What financial records should be kept, for how long and what can be discarded?” The answer to those questions has changed over the years, so we thought it would be helpful to outline some basics.…

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